Empirical Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.9M | Buy |
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2025
Q1 | $18.9M | Sell |
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2024
Q4 | $19.4M | Buy |
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2024
Q3 | $19.2M | Sell |
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2024
Q2 | $18.6M | Buy |
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2024
Q1 | $18.3M | Buy |
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2023
Q4 | $17.8M | Buy |
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2023
Q3 | $16.1M | Sell |
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2023
Q2 | $16.4M | Buy |
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2023
Q1 | $15.8M | Buy |
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2022
Q4 | $15.7M | Buy |
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2022
Q3 | $14.8M | Buy |
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2022
Q2 | $14.4M | Buy |
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2022
Q1 | $15.5M | Buy |
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2021
Q4 | $15.3M | Buy |
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2021
Q3 | $13.9M | Buy |
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2021
Q2 | $12.7M | Buy |
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2021
Q1 | $9.52M | Sell |
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2020
Q4 | $10.1M | Buy |
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2020
Q3 | $9.46M | Buy |
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2020
Q2 | $8.93M | Sell |
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2020
Q1 | $9.08M | Sell |
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2019
Q4 | $12.2M | Buy |
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2019
Q3 | $10.3M | Buy |
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2019
Q2 | $9.04M | Buy |
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2019
Q1 | $7.29M | Buy |
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2018
Q4 | $5.99M | Sell |
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2018
Q3 | $6.46M | Buy |
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2018
Q2 | $4.9M | Sell |
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2018
Q1 | $5.11M | Buy |
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2017
Q4 | $4.02M | Buy |
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2017
Q3 | $3.1M | Buy |
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2017
Q2 | $2.17M | Buy |
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2017
Q1 | $719K | Buy |
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2016
Q4 | $571K | Sell |
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2016
Q3 | $929K | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $233K | Buy |
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